Why Your Retirement Plan Should Evolve With You In this episode of Retirement Planning Simplified, Joe Curry, a certified financial planner reveals why your retirement plan shouldn't be a one-and-done document. He dives into the importance of ongoing retirement planning, regular financial checkups, and adjusting your investment, tax, and risk strategies as your needs change. He breaks down how major life events, market volatility, and shifting personal goals can impact your retirement—and why staying proactive is key. Check out the show notes for <a href= "https://docs.google.com/document/d/1SOJJGQFjjSjLa0M73HZtFaQnkMB-97sRERqHJjmO0BI/edit?usp=sharing"> EP151 HERE.</a>

Why Your Retirement Plan Should Evolve With You In this episode of Retirement Planning Simplified, Joe Curry, a certified financial planner reveals why your retirement plan shouldn't be a one-and-done document. He dives into the importance of ongoing retirement planning, regular financial checkups, and adjusting your investment, tax, and risk strategies as your needs change. He breaks down how major life events, market volatility, and shifting personal goals can impact your retirement—and why staying proactive is key. Check out the show notes for EP151 HERE.

Why Your Retirement Plan Should Evolve With You In this episode of Retirement Planning Simplified, Joe Curry, a certified financial planner reveals why your retirement plan shouldn't be a one-and-done document. He dives into the importance of ongoing retirement planning, regular financial checkups, and adjusting your investment, tax, and risk strategies as your needs change. He breaks down how major life events, market volatility, and shifting personal goals can impact your retirement—and why staying proactive is key. Check out the show notes for <a href="https://docs.google.com/document/d/1SOJJGQFjjSjLa0M73HZtFaQnkMB-97sRERqHJjmO0BI/edit?usp=sharing" rel="noopener noreferrer"> EP151 HERE.</a>

EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy

Welcome to the Retirement Planning Simplified Podcast.
Join Joseph Curry, CFP Professional, Certified Exit Planning Advisor and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work.

Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love.

You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional, Certified Exit Planning Advisor and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy

EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy

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